Heritage Oak Wealth Advisors LLC Schwab Short Term Us Treasury Transaction History

Heritage Oak Wealth Advisors LLC

$217 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 28, 2024	BUY	$47.75 - $48.13 $271,888 - $274,052	5,694 New	5,694 $274 Million

Others Institutions Holding SCHO

# of Institutions

620

Shares Held

169M

Call Options Held

42K

Put Options Held

33.9K

Bank Of America Corp Charlotte, NC

75.4M
Shares

$1.82 Billion
0.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

10.6M
Shares

$257 Million
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

8.71M
Shares

$211 Million
0.04% of portfolio
Sei Investments CO Oaks, PA

7.6M
Shares

$184 Million
0.53% of portfolio
Stifel Financial Corp St. Louis, MO

2.87M
Shares

$69.4 Million
0.16% of portfolio

About SCHWAB SHORT-TERM US TREASURY

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